Rick Rule
Nackazatomprom
KAP-LON
PAST TOP PICK
May 08, 2023
(A Top Pick Feb 28/22, Up 3%)
Still owns shares in business. Believes in Uranium business and prospects going forward. Largest & lowest cost Uranium producer in the world. Political risk a factor to be aware of.
Bullish on uranium. This is the largest, lowest cost and finest uranium producer in the world. Very cheap based on cash flow, production increase, quality, etc. It is a contrarian play because it's in Kazakhstan and people have concerns over geo-political factors. 5 Buys, 2 Holds, 2 Sells. (Analysts’ price target is $40.70)
(A Top Pick Feb 28/22, Down 9%) Still attracted to it. Suffered because it's located in the former USSR, and people worry about challenges like those seen in Russia. Extraordinary cashflow, dividend yield, tailwinds in uranium.
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Still owns shares in business.
Believes in Uranium business and prospects going forward.
Largest & lowest cost Uranium producer in the world.
Political risk a factor to be aware of.